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Set Up Interactions Between Team Members

Interactions are an open-ended opportunity for you to enhance the team member experience on your site. With Interactions, a team leader can initiate actions with individual team members or the group as a whole. Individual team members can also initiate actions with the team leader.

What Can You Accomplish With Interactions?

Interactions are an open-ended opportunity for you to enhance the team member experience. Some ideas to get you started include:

1. Encourage Progress

If a team leader sees a member falling behind, they can send an email with a gentle nudge.

2. Synchronize an “Official” Team Kickoff

In terms of starting emails, you might configure the setup so that the members can all join, but won’t get added to emails until a team leader officially kicks things off for them.

3. Give out bonus points for team members

If a team member has been going above and beyond, it’s nice to be able to hand out bonus points.

4. Resend Welcome Information

Sometimes information just gets lost … and when it does, it might be nice to provide a way for a team leader to resend login and course info to team members.

5. Release another course

Perhaps one member of the team expresses interest in learning more about a particular subject. In this case, a team leader could release a new

6. Have them “Graduate” from a grade or membership level to another

In teacher-student scenarios, a leader might want to control the release of course material for the team students, perhaps releasing consecutive grade materials by semester, or individually after the student submits the appropriate homework.

How to Set Up Interactions

Screenshot - Interaction Tab in AccessAlly Team Settings

To create an interaction, go to AccessAlly > Teams. Open up one of your teams, and go to the Interactions tab. Then, click on the Add Custom Operation button.

1. Choose Type of Interaction

There are three types of interactions:

  • Interact with the team leader (for this type, the steps are slightly different. Please follow the steps in this tutorial)
  • Interact with all team members
  • Interact with individual team member

2. Choose the Type of Action

There are two options here:

  • Add tag to contact – this tag could be an access tag (that gives a user access to additional content), or it could be used as a trigger for a CRM automation, which sends an email, adds course access, etc.
  • Perform a custom operation – this operation could add multiple tags to a user, increase a user’s points, etc.

3. Configure Display Customization

Lastly, you can configure the text prompts. In the above example, we created an interaction that allows a team member to send an automated email to the team leader, letting them know their homework is ready for review.

Make sure to click SAVE CHANGES before exiting the setup area.

4. Add New Interaction to Team Display

Finally, add your new interaction(s) to the team display. Please note that you can add them individually (by choosing the “team interaction” followed by the interaction ID number), or simply add all at once (by choosing the team member interactions).

5. Review Team Page and Test

Once configured and saved, the new interaction button will automatically appear wherever you place the Team Management shortcode.

Updated on May 28, 2020

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